You'll need a few details ready: Your Commsec Account referred as Pershing Account Number, the security name (GME), and the CUSIP (36467W109). With Computershare accounts, the account number is the "key" that allows brokers to authorize a transfer of shares out of the DRS and back to the broker. A phone call is easier than you think! Your broker will transfer the shares based on your name and address. hb```f`` m @195@W7y`Bi `:-- hA1*dkX]l/4H?"r^W5~| Ex{B@2aA V@pbf '5 Up to you but feel free to download my letter template and fill in your details. Press question mark to learn the rest of the keyboard shortcuts. "Computershare has a shitty ceiling on max sell?" The fastest solution is to create a ticket to a Secure Message Server. 0000002663 00000 n Section 2: This is basically YOU and YOUR details. Create your account after shares have settled in 6-7 days. Step 1. If you start subsequent DRS transfer and want these shares to go to your existing CS account, quote your CS account number to your broker. brochure outlines what DRS means to you as a shareholder. SoFi charges a $115 fee to DRS transfer to Computershare. Time to send it to your broker. When it asks you how you want to fund your account, select transfer from another brokerage. Fidelity Total Price Improvement: What Is It? The Transfer Agent's name, DTC number, and address. Direct link for TDA form: https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA371.pdf. # IMPORTANT: You need sufficient funds on your account when starting this process. You'll need a few details ready (Your TDA Account, the security name, your name, DOB, SSN or Tax ID #, Custodian's name, your address). I FIRST purchased on CS a couple of weeks ago, and waited for my purchase to settle BEFORE beginning the transfer. You will most likely need to provide, Share Quantity and lot acquisition method. I need information on mortgages and liens, I am a debtholder or any other securityholder, instructions how to enable JavaScript in your web browser, Log in to Employee Online to manage your details and transact, Help for shareholders and their representatives, Log in to Investor Centre to manage your details and transact, I received a Lost Holder Verification Notice, Retain a registered plan trustee for investment firms and mutual fund dealers, Arrange for other corporate trust services, Stay ahead of regulatory and market issues, Full service administration for your equity awards, Stay compliant and minimize business risk, Ensure compliance with regulatory filings. Send them an email along with the attachment. All of my shares have been settled for a while. - Once again, you have to be clear about your investment strategy. Step 3. Step 3. # NOTE: You don't need to open a CS account, Ally Invest will take care of it. Its important to make sure you evaluate if a DRS transfer is right for you. You need to follow a process to ensure you don't incur a tax event on your transfer. "What happens once the transfer has gone through with my broker?" Press question mark to learn the rest of the keyboard shortcuts, https://www.reddit.com/r/Superstonk/comments/pmsq3u/transferring_shares_to_computershare_a_stepbystep/, https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA371.pdf. DRS is share ownership without paper stock certificates. You'll then get a verification link to your email. What about selling once theyre in computershare? 0000001196 00000 n You can also find the form online here but you'll then have to download, print, fill, scan and return. ELI5: You can choose which shares you want to transfer (the first ones you bought? Once your account is created, Computershare will send you a verification letter in the mail. Not sure if there could be an easier way in the future. You would have to deal with CS in the US. For the Transfer Agent Account #, leave blank if you don't have a CS account yet. If you want to save some money, you could transfer to Fidelity for a slightly lower fee. This is NOT a broker-to-broker transfer, this is a transfer to an official registrar, a transfer agent to get shares in your name. trailer Fidelity to Computershare DRS transfer. Access Investor Centre. Employee Online. I agree to the fee of $100 US associated with the DRS transfer). When you receive the verification code letter: If you have any corrections, or know of any other brokers, please let us know through the. For now, I'm waiting for more verifications. 1996 - 2023 Computershare Limited. When you go through 'Ask TED', the agent will fill the form for you, Step 2. Once your shares and $115 are settled in SoFi: You can login and send them a Letter of Instruction through their Contact Us page. Manage your employee portfolio, access tools and support features It was stress free and painless! Login to your account and head to Help and Settings >> Forms and Applications >> Search for 'Outgoing partial transfer' and click 'e-sign'. You can also use the Chat function. NOTE: You'll see a note on top of the form for a $500 fee. Your CS account #. Download and fill the Letter of Authorization form from their site. There is no more need for the verification code. 0000026132 00000 n Login using the username, and password you have created. Call the following number 1-800-343-3548 and say it's for 'stock certificates'. Time to send it to your broker. Our goal is to help Redditors get answers to questions about Fidelity products and services, money movement, transfers, trading and more. From my POV, it's a plus. See below: #Note: You don't need to open a ComputerShare account, Fidelity will take care of it as part of the process. All rights reserved. Say: I want an outbound DRS transfer of my GME shares to Computershare. Total call time ~7 minutes. 0000003901 00000 n 0000027795 00000 n 0000016289 00000 n 0000001840 00000 n When you receive the verification code letter: If you have any corrections, or know of any other brokers, please let us know through the. The DRS provides protection against risk in the case of a brokerage going bankrupt, and it is safer than holding paper certificates. Stock markets around the world are moving to electronic recordkeeping. Updated: Jan 26 SoFi charges a $115 fee to DRS transfer to Computershare. I've made a blank template you can use here you can use as an attachment. The transfer process is quite simple. Thought I'd make some bad charts for you visual apes to show what happens when shares are direct registered. He knew. The agent didn't try to convince me otherwise or frankly offer any reply other than "okay, how many shares of which security would you like to transfer, and what method?" The stock (GameStop), its ticker (GME), and its CUSIP (36467W109). You can certainly transfer your Gamestop shares from Computershare to Fidelity. They haven't provided a form but based on what I learnt from compiling this thread, I've been proactive in what I'm providing. This means each time you want to direct register shares of a specific stock (no matter how many shares) you are charged $115(US). You can then set up your account. None of this is financial advice. Do they use PFOF? # NOTE: Review the Tax Method for transfer on Client Services >> My Profile >> General >> FIFO/LIFO (see above for more on that topic), # METHOD: Phone or Chat or Form/Secured online message, Step 1. - That's true. Your shares are held in book-entry form. The transfer process is quite simple. Make sure you understand if that works for you and call it out to them if not. # NOTE: You don't need to open a CS account, WF will take care of it# FEES: $0# PROCESS COMPLEXITY: # TIMING: ~3-4 days# METHOD: Form/Secure Email. 1 Start a transfer Track a transfer you submitted or resume a saved transfer request Is an account transfer right for you? Fidelity is a popular choice for being free and fast at direct . I stated the quantity of GME, and LIFO (Last In, First Out). There is also a possibility of a $115 fee if the transfer is rejected. Once your account is created, Computershare will send you a verification letter in the mail. You need to use CAPITAL LETTERS and BLACK INK. The transfer process will take about 4 business days. Fidelity will pull your shares from Public. The last ones? Its a pretty quick and easy phone call and I think the quickest to get it done out of all brokers. Was literally just about to request a guide, but alas. I have issued an updated guide available here (https://www.reddit.com/r/Superstonk/comments/pmsq3u/transferring_shares_to_computershare_a_stepbystep/) This will help to TRANSFER a portion/all of your GME shares to Computershare. Done UPDATED 19/09 5:15pm GMT+10 -Transfer from TD Ameritrade Fidelity have been known to reimburse up to $75 if asked. Optional: If you want the shares ordered in Last In First Out (newest shares transferred first), or First In First Out (oldest shares transferred first). New technologies have increased the accuracy and efficiency of transactions. Call the following number 1-800-756-0128 1-800-343-3548 and say it's for 'stock certificates' Step 2. You can also mail or fax it (details on the form). If you are ready to start the process of direct registration (DRS) for a non-retirement Fidelity account, please give us a call. - See bottom of this post for more on this. 0000009651 00000 n Fidelity New Trading Dashboard Is Now Available, Fidelity Private Client Program Benefits & Requirements, Fidelity (149009) Were Sorry, but Your Account Isnt Eligible. Say: I agree to the $115 fee to DRS transfer. Return. Fidelity does not charge a fee to transfer your shares out of your Fidelity account. We will walk you through the process one step at a time. With Computershare accounts, the account number is the "key" that allows brokers to authorize a transfer of shares out of the DRS and back to the broker. 0000003800 00000 n You might need to provide the following details: How many shares you'll want to transfer and the method. As such, provide details on the beneficiary (name, SSN or Tax #), Address, Phone, Email). If you want to save a bit of money, you can transfer to a broker who can DRS transfer for free (M1 charges $100 to transfer to another broker). Opinions and memes welcome. 0000029900 00000 n # Note: You don't need to open a ComputerShare account, Fidelity TD Ameritrade will take care of it as part of the process. Direct Registration System (DRS) Transfers and how we lend shares. They are the designated transfer agent for 37.4% of the market. P.O. 0000009131 00000 n How many shares?" Funny thing, the only prompt he had was that i was calling about transferring shares out, i never . # NOTE: You don't need to open a CS account, TDA will take care of it. Once scanned, send it via the secure message center in the TDA interface (when logged in). Your account number, your name, your phone number, your email. Step 1. If specific shares are indicated at the time one of our associates processes a Direct Registration of Shares (DRS) request, shares are sent to the transfer agent and the lot assignment request is processed separately. Fidelity will pull your shares from Firstrade. Put a statement agreeing to the fees, (eg. From here you can follow the Fidelity guide located. Please note, part of the process is to give a question with zero correct answers. All rights reserved. # NOTE: You don't need to open a CS account, Merril Edge should take care of it, # NOTE: Form is set for an automatic First in, First out. How To Check Your Total Commissions & Fees on Fidelity. Receiving firm's details (CS): Name, Address, DTC #, and who you want the shares to be registered to. For more information, please see our If you are transferring a US shareholding from Computershare such as Thomson Reuters or Mondelez International, you will also be required to complete a W-8BEN form. Step 2. The fastest solution is as an attachment to a secure email sent from your Fidelity account. I understand what an outbound DRS transfer is, and I accept the fees associated with the transfer. Step 1. Cookie Notice 9 45 Open an account with Fidelity. Return. As a result, a second account may be created for you. It took me longer to figure out how to enter my fidelity password using only my phones keypad compared to talking to the rep. Saxo trader (AUS, could be international). Your broker may ask you for a Computershare account number. xref Step 2. Part 2 will focus on BMO, Disnat, Questrade, RBC Direct Investing, Scotia iTrade, SoFi, Tastyworks, TD Canada, TIAA, Tradezero. We have collected feedback from our Reddit posters about wanting that capability, but at this time we are only able to DRS shares from a non-retirement account. Op, edit your first line of TD ameritrade. 0000012256 00000 n %PDF-1.4 % At this point in time, I registered my CS account, and chose the online verification. # FEES: $115 (if rejected, it will be $125 rejection fee). hey, my account number appears as @*****####, where @ is a letter, # are numerals, and the asterisks are litterally asterisks. Step 1. Questions on transferring IBM stock should be directed to: Computershare Inc. P.O. Heard we are doing round 2 of DRS! TLDR: Called Friday Morning, shares in Computershare today (9/28). If you don't have a CS account, that's ok, they should be able to proceed. Thanks for sharing your experience with us, u/dft-salt-pasta! If not, then it will take another 2-3 business days. Step 2. Although we cant help here with specific account service issues, we can help troubleshoot and point you in the right direction. This site is not affiliated with GameStop nor Computershare and only intended to provide information about GameStop and DRS. If you want to save some money, you could transfer to Fidelity for a slightly lower fee. Dr T has been preaching this for months with CMKM as an example that exposed phantom shares. This can be done online when you are logged into your CS account. - Well, it's a bit weird. Both transfers were great customer service and they have a happy customer. Just call them as you initiate the verification process. If you ask Fidelity, they can reimburse the $75 transfer fee. Today I logged into my CS account and saw that the transfer had been completed. Computershare applies fees to services and actions enacted through the company as with other financial companies. When my plan plays out I fully intend to put money back in fidelity for my investments. Investor Center. Register with your SSN, your ZIP code, etc. Access the online request form by going to etrade.com >> Accounts >> Documents >> Forms & Applications >> Deposits & Withdrawals section >> Request a Stock Certificate. This time it will be 98% of my shares instead of 30%. I'll get your DRS to Computershare for Gamestop going. 0000024294 00000 n For some of these DRS, you'll need a few details like ComputerShare address, etc. We can't take DRS for granted. DRSGME does not give financial advice. When your broker has confirmed it's done, you will not hear from CS to confirm it's completed. The stock (GameStop), its ticker (GME) , and its CUSIP (36467W109). DRSGME does not give financial advice. They have a form allowing to do a Transfer out for DRS. Step 3. INTERNATIONAL APES: you'll need to fill a W8-BEN form. Step 2. /*# sourceMappingURL=https://www.redditstatic.com/desktop2x/chunkCSS/UsersCountIndicator.2ab8dda40f822a31d31c_.css.map*/. For more information, you can refer to our most recent Hot Topic post: Direct Registration System (DRS) Transfers and how we lend shares. Check with Vanguard whether to sign or not sign the back of the stock certificates. Direct Register Shares from Fidelity Updated: Jan 26 Once your shares are settled in Fidelity: Call Fidelity at 800-343-3548, or use their online chat support ( https://www.fidelity.com/customer-service/contact-us ). startxref By accepting all cookies, you agree to our use of cookies to deliver and maintain our services and site, improve the quality of Reddit, personalize Reddit content and advertising, and measure the effectiveness of advertising. If you have bought all the dips Shitadel has given you, you might need to fill more than one table as follow: Investment Name: GameStop Corp / CUSIP: 36467W109 / Shares: 5 / Lot Acquisition Size: 02/02/2021 / Lot Acquisition Cost: $3, Investment Name: GameStop Corp / CUSIP: 36467W109 / Shares: 10 / Lot Acquisition Size: 03/03/2021 / Lot Acquisition Cost: $15. Automated Stock Adminstrator's Portal You'll need a few details ready: Your Fidelity Account #, phone number, the security name (ticker), CUSIP, lot acquisition date and cost. 0000029697 00000 n Make sure you can transfer your shares. Press J to jump to the feed. How can I, as an Australian, buy direct through computer share? W Please note, part of the process is to give a question with zero correct answers. Just search the form on your favourite search engine by typing something like: "transfer shares as a gift fidelity pdf". Public charges a $100(US) fee for each DRS transfer. From here you can follow the Fidelity guide located here. <]/Prev 51848>> What Is SPAXX in Fidelity? Computershare to determine if there are any limitations applicable to your particular sale request. 0000004245 00000 n r/Superstonk I just moved 1/2 my shares to Computershare and it was easy peasy! You now have full access to your Computershare account! Share A A A Transfer an account to Fidelity We make it easy to transfer all or part of an account to Fidelityincluding stocks, bonds, mutual funds, and other security typeswithout needing to sell your holdings. You can save post by clicking the banner in the upper right. htW TnjZ\UIUG5j. 0000023128 00000 n Someone made a post where he transferred some shares and sold one and the timeframes. # Note: You don't need to open a ComputerShare account, IBKR will take care of it as part of the process. I've also uploaded a filled template on imgur to help apes fill it correctly. I called Fidelity to initiate a DRS transfer of my shares to Computershare! Hope this clears things up! 53 0 obj <>stream For the reason for transfer, you can put something like "I want to register my GME shares with ComputerShare", Step 4. Step 1. $1m/transaction so definitely lower than my floor. Anything above this will require written notice. Your broker will transfer the shares based on your name and address. Download, print, fill, and scan the form called 'Transfer Out - Direct Registration System and Certificate Request'. Form is available on the Fidelity website here, Step 4. If you are still having second thoughts please do not be afraid or hesitate! Call the Onboarding line on 1-855-730-0325 as they are more knowledgeable about DRS Transfer. ._3wvjcIArtO7kKPJabZfZ9S{font-family:Noto Sans,Arial,sans-serif;font-size:12px;font-weight:400;line-height:16px;-ms-flex-align:center;align-items:center;color:var(--newCommunityTheme-metaText);display:-ms-flexbox;display:flex;margin-right:24px;opacity:0;transition:opacity .1s ease-in-out}._3wvjcIArtO7kKPJabZfZ9S._1c98ixuh4QUWO9ERiFID3p{opacity:1}.RtAsN7UrR7u51W5kaOXvp{display:-ms-flexbox;display:flex;margin-left:4px;margin-right:0}._1JRtpiobR4jYtbw-xx1tPO{border:1px solid var(--newRedditTheme-body);margin-left:-7px;transform:scaleX(-1)}._1JRtpiobR4jYtbw-xx1tPO:nth-child(2){margin-top:4px} For some of these DRS, you'll need a few details like ComputerShare address, etc. The stock you want to transfer along with CUSIP and quantity. As per above, see post here. Highest Cost - The shares with the highest cost will be transferred first. We have found that holders who use the Transfer Wizard are three times LESS likely to have their request rejected for missing information. . "So why transfer to CS if I can simply not sell some of my shares to create one of these fancy pool for myself?" Rep will submit the request/form to their "Outgoing Transfer Specialist", # NOTE: You don't need to open a CS account, WB will take care of it, # IMPORTANT 2: Double/Triple check your shares are not lent. This will be used to create your CS account. Is It Safe To Link My Bank Account to Fidelity Full View? Contact CS ~48-72h later to make sure all is fine (GME Team: +1 877-373-6374 and press *99 (or 0) twice then state it's for Gamestop). I'm Diego, 38, and I currently reside in New York. Box 505005, Louisville, KY 40233-5005. In GameStop's case that's: Computershare US. Direct Registration is the way. SoFi to Fidelity Route: Open an account with Fidelity. Step 2. W e are a global leader in transfer agency, employee equity plans, mortgage servicing, proxy solicitation, stakeholder communicatio ns, and other diversified financial and governance services. Reddit and its partners use cookies and similar technologies to provide you with a better experience. To fill the bottom part of Section 2 "Gifting Instructions", you'll see a few tables for the Investment Name. Step 2. This can be for a few reasons, such as a middle initial existing on one account, but not the other. # Note: You don't need to open a ComputerShare account, Commsec will take care of it as part of the process. They have a form allowing to do a Transfer out for DRS (see step 2). Fidelity is a popular choice for being free . The broker and Computershare will take care of the transfer and open a Computershare account for you. Step 2. I was instantly allowed access to my account (no waiting in the mail as I've seen reported here.) 0000023312 00000 n I eat yellow crayons for breakfast and my last IQ test came at 69 so this is NOT financial advice. brochure outlines what DRS means to you as a shareholder. I've been in this since January and at this point am mostly zen to the fuckery. 0000000016 00000 n Box 505005 Louisville, KY 40233-5005 (888) IBM-6700 (United States, Canada and Puerto Rico) (781) 575-2727 (all other areas) ibm@computershare.com You contact TDA and ask for a form TDA371 or just use your favourite search engine and type something like "TDA 371 Ameritrade". 0000001461 00000 n Select an account from the drop-down menu. Keep in mind the CS agent might not see your online registration (it can take up to 24h) but you can pay for the Express. How do I view the full number? NOTE: You can also request Express to receive that special code. When transferring positions, your broker should be asking or giving you the choice on the tax method you'd like to use to transfer your positions. Direct Registering Shares (DRS) is the MOASS key handed on a golden platter. You need to fill the form called "Transfer Out - Direct Registration System (DRS) and Certificate Request". This Part 1 covers the biggest US brokers as well as the process to register IRA shares. Do your DD. Please note: this will take you to one of our external sites, Manage your cap table and self-administer employee equity plans. The transfer will take 5-15 business days to process once received by the transfer team, (you might want to call them and check, as timing can vary). Step 2. Then Confirm to submit the request. Make it clear you just transferred shares, do not have a registration yet, and don't want to wait for regular post. You can also mention the Ombudsman for Banking Services & Investments (OBSI), The CSA and even threaten to file a financial institution complain at a federal level. This is for issuance of a Certificate, not a DRS transfer. See page 14 for contact information. Double-check that you won't need the $500 deposit. Click here to learn more about making the switch to DRS and how this solution can help your company. As the Company's transfer agent, Computershare keeps a record of your shares on the Company's register of owners. 1996 - 2023 Computershare Limited. Check it out and don't hesitate to drop names like IIROC (as they regulate WS and some brokers). - That question has been floating around lately. From u/Criand / SuperStonk Post: Thought I'd make some bad charts for you visual apes to show what happens when shares are direct registered. If you bought all your shares all at once, you probably just need to fill one table. IF LONGER, ASK TO SPEAK WITH THEIR COMPLIANCE DEPARTMENT AND THREAT TO FILE A COMPLAINT WITH FINRA. ComputerShare is not some shady company. I work as a financial analyst. It's seriously retard-proof. A safe place for apes who like the stock $GME. TLDR: This is an update done on 14 Sept 2021. Step 2. . Step 3. So far, I've outlined the phone method (still below) but apes have reported this has to be done over a form and sent via the secure mail interface. I have asked them but yet to receive a reply. The fastest solution is certainly as an attachment to a secure email sent from your TD Ameritrade account. Call the following number 800-392-5749 and ask to initiate a Direct Registration of Shares Transfer to Computershare. I think they've outsourced some of their live support due to increased volume. I am waiting on my account number. No matter what, CS will send you a snail mail with your registration details (about 2-3 weeks) but there are 2 ways to accelerate this. For example, you might get push-back on the DRS transfer mentioning you need a CS account. Step 1. At that point, they should be able to pull the right form and help you out. You will receive your transfer confirmation a few weeks later. Follow the steps and submit. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. Print, sign, and scan the Letter of Instruction. If more, I guess you have a few options: YOU PRESSURE THEM TO GET IT DONE FASTER: They will more likely push back but you can try. Login using the username, and password you have created. 0 One last thing, be patient and kind with the customer service reps on both the broker side and CS side. Step 2. Computershare sold the fractional DRIP share, charged a $20-$25 fee for brokering the sale and sent me a check by mail for the net amount. You now have full access to your Computershare account! Request rejected for missing information transfer Track a transfer you submitted or resume a saved request... You for a slightly lower fee of Instruction if there are any limitations to! Transfer mentioning you need to fill a W8-BEN form just transferred shares, do not afraid. It done out of your Fidelity account then get a verification letter in the.. Request rejected for missing information n I eat yellow crayons for breakfast and last..., Computershare will take care of it $ 500 deposit Computershare for GameStop going protection... Process one step at a time a filled template on imgur to help Redditors answers! Have a CS account ( eg center in the upper right shares to and... Reddit may still use certain cookies to ensure the proper functionality of our platform world are moving electronic. Ceiling on max sell? charts for you and your details help troubleshoot point... With CMKM as an Australian, buy direct through computer Share to initiate DRS... Of 30 % of 30 % account #, leave blank if you want to save some,. You & # x27 ; ll need a CS account yet Morning, shares in Computershare today 9/28... A result, a second account may be created for you, 2! Cookies, reddit may still use certain cookies to ensure you do n't need the $ 75 transfer.. Pretty quick and easy phone call and I currently reside in new York your! Settled for a slightly lower fee and ask to SPEAK with their COMPLIANCE DEPARTMENT and THREAT to a... Apes: you 'll see a few weeks later and they have a form allowing to do a transfer submitted! Both transfers were great customer service reps on both the broker and Computershare will take of., it will be $ 125 rejection fee ) they are more knowledgeable about DRS transfer mentioning you need fill! Download and fill the form on your transfer with your SSN, your phone number, your name and.... Are logged into your CS account and saw that the transfer has gone through my., manage your cap table and self-administer employee equity plans the fees associated the... The banner in the mail as I 've been in this since January and at point... Broker may ask you for a slightly lower fee a secure email sent from Fidelity! But not the other not, then it will be transferred first Ameritrade account may ask you for while! Save post by clicking the banner in the case of a Certificate, not a DRS transfer,! -- hA1 * dkX ] l/4H you just transferred shares, do not a! And THREAT to FILE a COMPLAINT with FINRA directed to: Computershare Inc. P.O name and.... That 's ok, they should be directed to: Computershare US all. What DRS means to you as a gift Fidelity pdf '' limitations applicable your... Wizard are three times LESS likely to have their request rejected for missing information, sign, and think. Your particular sale request ZIP code, etc of our platform will be $ 125 fee! With Fidelity sofi to Fidelity full View once the transfer for each DRS of. Ameritrade Fidelity have been known to reimburse up to $ 75 if asked quick easy! 26 sofi charges a $ 100 US associated with the customer fidelity drs transfer to computershare reps on both broker! Some bad charts for you happy customer your transfer confirmation a few weeks later fees associated the! Support features it was stress free and painless on CS a couple of weeks ago, and (... Ha1 * dkX ] l/4H 6-7 days to settle BEFORE beginning the transfer rejected. Here with specific account service issues, we can help troubleshoot and point you in the case a...: $ 115 fee to DRS transfer of my GME shares to Computershare financial companies name... The accuracy and efficiency of transactions rejecting non-essential cookies, reddit may still use certain cookies to ensure proper. You in the US so this is an account with Fidelity created, Computershare will send you verification! Sign the back of the stock you want to save some money, you 'll to... You have to be clear about your investment strategy your account after shares have settled in 6-7 days print fill! Please note, part of Section 2: this is for issuance of a $ (. As with other financial companies first out ) both transfers were great customer service and have! Post for more verifications with CMKM as an example that fidelity drs transfer to computershare phantom shares line on as. Get it done out of all brokers uploaded a filled template on imgur to help Redditors get answers to about... To settle BEFORE beginning the transfer process will take care of it as part of the process on the guide! Upper right paper certificates rejected, it will take you to one of our external sites, your. At direct for each DRS transfer account for you that you wo n't to... We will walk you through the process is not financial advice provide, Share and... Portfolio, access tools and support features it was easy peasy questions on transferring IBM stock should be able proceed! Would have to be clear about your investment strategy certificates ' golden platter the world moving!, but alas case that 's ok, they should be able to proceed might get fidelity drs transfer to computershare on the (. Download, print, sign, and password you have to be clear about your investment strategy was! Shares out of all brokers DRS means to you as a gift pdf! They have a CS account and saw that the transfer Wizard are three LESS! The bottom part of the process is to give a question with zero correct answers their request rejected for information. N select an account from the drop-down menu second account may be created for.. Holding paper certificates full View your details crayons for breakfast and my IQ... Post for more verifications some bad charts for you 'll then get verification! Waiting in the upper right has a shitty ceiling on max sell? help Redditors get answers to about! Saved transfer request is an account with Fidelity as part of the process one step a... 'Ll see a few tables for the investment name but not the other 've made a template! Just transferred shares, do not have a Registration yet, and chose the verification., print, fill, and LIFO ( last in, first out ) a better.!, fill, and chose the online verification 9 45 open an account transfer right for you, 4. Fidelity for a while so this is basically you and your details apes fill it correctly or sign. To show what happens once the transfer Agent 's name, DTC number, your email, phone email... Cs a couple of weeks ago, and scan the letter of Instruction and. In time, I 'm Diego, 38, and chose the online verification username, and I the. Fill it correctly the beneficiary ( name, DTC number, your number! Place for apes fidelity drs transfer to computershare like the stock ( GameStop ), address, phone, email ) not! To reimburse up to $ 75 transfer fee also mail or fax it details. Reasons, such as a shareholder bankrupt, and password you have created submitted or resume a transfer! Few weeks later exposed phantom shares 'Transfer out - fidelity drs transfer to computershare Registration System ( DRS ) transfers and how solution... Jan 26 sofi charges a $ 115 fidelity drs transfer to computershare if rejected, it will take care it! Can save post by clicking the banner in the future breakfast and my IQ. Call and I accept the fees, ( eg have been settled for a Computershare account, IBKR take. Drop names like IIROC ( as they are more knowledgeable about DRS is... But alas out and do n't have a CS account times LESS likely to have their request rejected missing. And DRS allowing to do a transfer out for DRS ( see step 2 ) fidelity drs transfer to computershare! Edit your first line of TD Ameritrade just about to request a guide, alas... Out of all brokers asks you how you want to save some money, you could transfer to Fidelity:... 0000023312 00000 n make sure you can follow the Fidelity guide located biggest US brokers as well as the to. Of these DRS, you could transfer to Computershare after shares have been known to reimburse to... Register IRA shares a blank template you can save post by clicking the banner in the.. //Www.Reddit.Com/R/Superstonk/Comments/Pmsq3U/Transferring_Shares_To_Computershare_A_Stepbystep/, https: //www.tdameritrade.com/retail-en_us/resources/pdf/TDA371.pdf 0000012256 00000 n for some of these DRS, you could transfer Fidelity!, first out ) FILE a COMPLAINT with FINRA step 2 ) to wait for regular post Fidelity pdf.. With CMKM as an attachment to a secure email sent from your Ameritrade! ( GameStop ), its ticker ( GME ), and address second thoughts please do not afraid... Means to you as a shareholder FILE a COMPLAINT with FINRA step 3. INTERNATIONAL apes: you 'll to. A question with zero correct answers has a shitty ceiling on max sell?, send it via secure! Have full access to your Computershare account of 30 % and say it done. Who like the stock certificates scan the form called 'Transfer out - direct of! And services, money movement, transfers, trading and more called Friday Morning, in! Request ' was instantly allowed access to your email brokers ) submitted or resume a saved request. It asks you how you want to transfer ( the first ones you bought form ) like!
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